See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,452 | $58,512-41.1% | $84,015-59.0% | $72,985-52.8% |
| Participation rate | 97.4% | 61.2%+36.1pp | 69.0%+28.4pp | 69.5%+27.9pp |
| Annual return | 23.85% | 28.93%-5.1pp | 71.31%-47.5pp | 81.00%-57.2pp |
| Employer contribution / active EE | $3,104 | $1,163+166.9% | $1,983+56.5% | $2,440+27.2% |
| Participant deferral / active EE | $6,933 | $2,394+189.6% | $3,239+114.1% | $3,607+92.2% |
| Admin fee / account holder | $665 | $4,569-85.4% | $6,101-89.1% | $5,124-87.0% |